Advanced Whiteboard Use(23)
- Floify | Getting Started with Floify and Whiteboard Lead Mapping
- Troubleshooting Email Deliverability Issues
- Whitelist Information
- Encompass360 FNM 3.2 Export
- Changing Client Ownership
Knowledge Base
What can we help you with?
Daily Use(24)
- Whiteboard Mobile for iOS and Android
- Setting Up Weekly & Monthly Call Reminders for Partners
- Opting out of Text Messages
- Supported File Types for Texting
- Texting Setup
Getting Started(14)
- Navigating Whiteboard: The New User Guide to WHAT is WHERE
- Whiteboard Mobile for iOS and Android
- Campaign Texting | Introducing The Texting Playbook
- Opting out of Text Messages
- Supported File Types for Texting
How does Whiteboard work?(13)
- An Introduction To Whiteboard
- Supported File Types for Texting
- Understanding Playbooks
- Powering Your Playbook Partner Campaigns
- Powering Your Playbook Client Campaigns
Integrations and Lead Mapping(4)
- Encompass | Getting Started with the Encompass and Whiteboard Integration
- Calyx | Getting Started with the Calyx and Whiteboard Integration
- Floify | Getting Started with Floify and Whiteboard Lead Mapping
- LendingQB FNM 3.2 Export
Manging Whiteboard(7)
- Company Or Location Transition
- Configuring Email for Third Party Servers
- Assets
- Managing Office and Team Users
- My Account Settings
Marketing Management(17)
- Setting Up Weekly & Monthly Call Reminders for Partners
- Opting out of Text Messages
- Powering Your Playbook Partner Campaigns
- Powering Your Playbook Client Campaigns
- Powering Your Playbook Mortgage Campaigns
Texting(7)
- Whiteboard Mobile for iOS and Android
- Use your landline number for texting
- Campaign Texting | Introducing The Texting Playbook
- Opting out of Text Messages
- Supported File Types for Texting
Whiteboard Release Notes(9)
- Whiteboard CRM and the URLA 2020 / MISMO 3.4 Update
- Release Notes 4/19/2019 – Put a Pin in it!
- Release Notes – Automated Lead Source Improvements, Texting, & Working on a Canadian Playbook
- Release Notes – Texting Improvements & Smashing Bugs
- Release Notes: Speed and Texting Improvements